Wisniewski Wealth Management LLC
● SEC registered since 2021CRD 150264SEC# 801-120675Dallas, TX
Reg. AUM
$266.1M
Employees
5
Accounts
2,011
Location
Dallas, TX
Wisniewski Wealth Management LLC assets under management
Wisniewski Wealth Management LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2021. It reports $266.1 million in regulatory assets under management and employs 5 people.
Wisniewski Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott D Wisniewski Control | Managing Member & Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Wisniewski Wealth Management LLC manage?
Wisniewski Wealth Management LLC reports $266.1 million in regulatory assets under management on its Form ADV.
How many employees does Wisniewski Wealth Management LLC have?
Wisniewski Wealth Management LLC reports 5 employees.
Where is Wisniewski Wealth Management LLC located?
Wisniewski Wealth Management LLC is based in Dallas, TX and has been SEC-registered since 2021.
Does Wisniewski Wealth Management LLC disclose fund performance?
Wisniewski Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5005 Lyndon B Johnson Freeway, Suite 335, Dallas, TX 75244 |
| Phone | (972) 965-8261 |
| Fax | (972) 528-0444 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$266.1M▲ 67%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$266.1Mregulatory AUM
Discretionary $225.4MNon-discretionary $40.8M